A Local Financial Advisor, Right Here in Newcomerstown


You shouldn't have to drive to Columbus — or anywhere else — to sit down with a financial advisor who knows this area, understands what your retirement actually looks like, and will still be here next year.


Newcomerstown Finally Has a Financial Planning Office Worth Knowing About

The Saylor Wealth Strategies office at 207 South Bridge Street has been open for three years. It's not a pop-up, a virtual address, or a satellite visit once a month. It's a real office, staffed and ready, offering the same depth of financial and retirement planning available anywhere in Ohio — without requiring you to leave Tuscarawas County to get it.

 

If you've been putting off a conversation about retirement, Social Security, or what happens to your money when you're gone, the only thing standing between you and that conversation is a short drive to Bridge Street.


What You Can Do at the Newcomerstown Office

This isn't a limited-service location. Every planning conversation available through Saylor Wealth Strategies is available right here in Newcomerstown.

 

  • Retirement planning — income sequencing, Social Security timing, drawdown strategy so your money lasts
  • Financial planning — comprehensive planning tied to where you are now and where you want to be
  • Tax-efficient retirement strategies — structuring withdrawals to keep more of what you've saved
  • Legacy planning — beneficiary designations, wealth transfer, and coordination with a local estate attorney
  • Insurance — life insurance and final expense coverage for clients who need it

 

I've been a licensed financial advisor since 2003. The credentials are the same here as they'd be in any city. What's different is that you don't have to go to that city.


Who I Work With in Tuscarawas County

A meaningful share of the clients I serve through the Newcomerstown office are people who've spent their careers in this area and are now getting serious about what retirement actually looks like.

 

That includes teachers in the Newcomerstown school district navigating changes to STRS Ohio — the state pension system has shifted significantly in recent years, and a lot of teachers are trying to figure out what that means for their timeline and their income. It includes factory and industrial workers who've put in the years, accumulated real assets, and want to make sure those assets are positioned well for the next chapter. And it includes nurses, pre-retirees, and families across Tuscarawas County who simply want a financial advisor they can meet in person — someone local who isn't going to hand them off to a call center.

 

If that sounds like you, this office exists for you.


Independent Advice, No Agenda

I'm an independent financial advisor. I don't work for a bank, a brokerage house, or an insurance company. I don't have a product line to push or a sales quota to meet. My broker-dealer is Cambridge Investment Research, Inc., and I hold no proprietary products.

 

That matters because when I make a recommendation, it's based on your situation — not on what earns me a better commission. Small-town clients deserve the same conflict-free advice that anyone in a major metro would expect. That's what I aim to provide, whether you're sitting across from me in Coshocton or on Bridge Street in Newcomerstown.


Newcomerstown Is Part of a Larger Community I Know Well

I was born and raised in this area. I've lived here my whole life. The Newcomerstown office isn't a business expansion into unfamiliar territory — it's a natural extension of the work I've been doing in Coshocton since 2016 and in this region for more than two decades.

 

Newcomerstown sits close to Coshocton, Uhrichsville, and Dover. Clients from all of these communities are welcome at the Bridge Street office. If you're searching for a financial advisor near Newcomerstown, Ohio, or a Tuscarawas County financial advisor who actually shows up in person, this is the office.


Questions About the Newcomerstown Office

  • Can you prepare my personal tax return (Form 1040)?

    Yes. Individual tax preparation includes Form 1040 and related schedules based on your situation.

  • What documents do I need to bring?

    You’ll receive a clear checklist before your appointment so you know exactly what to provide or upload.

  • Do you e-file?

    Yes. Returns are filed electronically whenever possible for faster processing and confirmation.

  • Can you help if I worked in multiple states?

    Yes. Multi-state returns are handled with attention to each state’s filing requirements.

  • Who actually prepares my return?

    Your return is prepared by an IRS Enrolled Agent who signs and stands behind the work.


Ready to Meet in Newcomerstown?

The office is on Bridge Street. The first conversation is free. If you've been meaning to get your retirement plan in order — or just want to know where you stand — there's no reason to keep waiting.